AICPA Briefing on Sophisticated Tax Planning for Your Wealthy Clients 2011
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Obtain the latest updates, cutting-edge strategies and governmental regulations that affect affluent individuals. Learn the latest techniques on retirement and estate planning, eldercare, asset protection, life insurance - and more. All-star speakers and presenters selected by Sid Kess will train and guide you so that you can implement the solutions you receive immediately. Don't miss the opportunity to network with these experts and peers.
Browse Exhibitors
BASIC LISTING
AICPA PFP Division
Address:
220 Leigh Farm Rd
Durham, NC 27707
Phone:
919-402-4818
Website:
The AICPA’s Personal Financial Planning Section is the premier provider of information, tools, advocacy and guidance for CPAs who specialize in providing estate, tax, retirement, risk management and investment planning advice to individuals and closely held entities. Membership is available for purchase to all members of the AICPA.
BASIC LISTING
BNA TAX & ACCOUNTING
Address:
1801 S. Bell St.
Arlington, VA 22202
Phone:
703-341-5906
Website:
BNA Tax & Accounting is the foremost source of tax and accounting research, news, practice tools and guidance for tax attorneys, CPAs, corporate tax managers, estate planners and financial accountants. For more than 50 years, BNA Tax & Accounting has offered practitioners expert insights and guidance on every significant issue in tax and accounting planning and compliance.
BASIC LISTING
CCH, a WOLTERS KLUWER business
Address:
2700 Lake Cook Road
Riverwoods, IL 60015
Phone:
847-267-2163
Website:
CCH, a Wolters Kluwer business is the professional’s first choice and the leading producer of integrated tax and accounting information and software solutions. The company annually produces tax law and software products for accountants, attorneys, tax professionals, financial planners, government agencies and others who must understand and apply federal, state and international law.
BASIC LISTING
COPANION, INC.
Address:
One Tech Drive
Andover, MA 01810
Phone:
800-291-2136 x3
Website:
Copanion is a leading innovator in web-based tax document automation. Copanion’s GruntWorx solutions identify, label and bookmark scanned tax documents into a PDF file for easy review and storage. Copanion also extracts and imports data from scanned tax and brokerage documents into tax preparation software.
BASIC LISTING
CPA2BIZ, INC.
Address:
1211 Avenue of the Americas, 19th Floor
New York, NY 10036
Phone:
855-855-5CPA
Website:
CPA2Biz, a subsidiary of the AICPA, is the marketing and technology arm for AICPA publications, conferences, webcasts, CPE, member benefits programs, and web-based business tools and resources (through its Trusted Business AdvisorSM Solutions program). Over half the CPA firms in the U.S. use one or more of these solutions or programs to build more collaborative and strategic client relationships.
BASIC LISTING
XCM SOLUTIONS
Address:
10 Forbes Road West
Braintree, MA 02184
Phone:
781-356-5152
Website:
XCM is a web-based workflow solution that automates and standardizes workflow processes across the entire firm, in all departments, including A&A, tax, consulting, and HR. Whether you’re a sole practitioner, small, mid-size or large firm, XCM works with your firm’s unique processes to increase efficiency, productivity and profitability.
